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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,625 | $72,071+158.9% | $68,368+173.0% | $137,256+36.0% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.0%-13.3pp |
| Annual return | 1.02% | 353.14%-352.1pp | 292.57%-291.6pp | 220.34%-219.3pp |
| Employer contribution / active EE | $15,124 | $2,788+442.5% | $2,649+471.0% | $4,156+263.9% |
| Participant deferral / active EE | $13,103 | $4,410+197.1% | $4,123+217.8% | $6,407+104.5% |
| Admin fee / account holder | $74,600 | $5,336+1298.2% | $5,150+1348.6% | $12,270+508.0% |